MoatAlpha Research
@alphamoat
Equity Analyst | CFA® charterholder | Investing in strong moat companies for above-market returns. Top Holdings: $UBER, $HIMS, $NBIS, $MELI, $AMD, $EVO, $ASML
ID: 1746221084540653569
13-01-2024 17:22:11
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As a founder-led company, we have one rare advantage that most companies do not, extreme patients." This is what andrewdudum said during $HIMS Q4'24 earnings call. It was before the stock lost 50% in price. Due to the drawdown, I decided to read the Q4'24 earnings call again